Capital Markets Associate, SeedInvest

Circle
Tampa, FL Full Time
POSTED ON 10/4/2021 CLOSED ON 12/11/2021

What are the responsibilities and job description for the Capital Markets Associate, SeedInvest position at Circle?

Circle's SeedInvest service is the leading equity crowdfunding platform in the U.S., offering a two-sided marketplace for issuers and investors and enabling internet-native private capital markets to grow and flourish. SeedInvest dramatically changes the way private companies can raise capital and offers investors direct access to seed and growth stage private companies. SeedInvest supports a rapidly growing marketplace of ~500,000 investors and hundreds of entrepreneurs and startups, deploying over $300 million into nearly 250 startups across a wide range of sectors, stages, and geographies.

What you’ll be responsible for:

As a member of the Capital Markets team for SeedInvest at Circle, you will be responsible for building and maintaining relationships with accredited investors, family offices, venture firms and UHNW individuals, introducing to them investment opportunities that fit their preferences and investment profiles, and serving as a dedicated point of contact to address and resolve investment-related questions. This is a dynamic, multi-faceted role combining outbound and inbound sales, relationship management, and investor education of SeedInvest products. Successful Capital Markets team members are able to quickly and efficiently build trust with high-value investors, communicate the benefits of using SeedInvest as a source of deal flow, and speak to a high volume of investment opportunities spanning sectors, stages, and business models. 

What you'll work on:

  • Execute warm and cold outreach strategies to grow SeedInvest's network of engaged accredited individual and institutional investors.

  • Manage investor relationships with high-value investors on an ongoing basis.

  • Introduce investment opportunities offered by SeedInvest that align with investor-specific preferences.

  • Serve as a preferred point of contact and implement scalable engagement strategies.

  • Facilitate investor-specific due diligence, leveraging internal and external resources.

  • Educate and assist high-value investors with investment-related mechanics (e.g., accreditation verification, suitability) to ensure investments successfully close.

  • Consistently hit metrics for lead generation, outreach, and investment volume from Capital Markets clients.

  • Work cross-team to implement, refine, and optimize internal processes.

You will aspire to our four core values:

  • Multistakeholder - you have dedication and commitment to our customers, shareholders, employees, and families and local communities.
  • Mindful - you seek to be respectful, an active listener, and to pay attention to detail.
  • Driven by Excellence - you are driven by our mission and our passion for customer success which means you relentlessly pursue excellence, that you do not tolerate mediocrity, and you work intensely to achieve your goals.
  • High Integrity - you seek open and honest communication, and you hold yourself to very high moral and ethical standards. You reject manipulation, dishonesty, and intolerance.

What you'll bring to Circle:

  • 2 years of experience in wealth management, private banking, fundraising, consulting, and/or PE/VC
  • Experience interacting and quickly building trust with high-value clients
  • The ability to quickly and independently educate yourself on different investment opportunities and accurately communicate details to prospective investors 
  • Extraordinary written and verbal communication skills
  • Immaculate attention to detail
  • A strong sense of ownership and accountability, as well as the ability to run in the right direction given a lot of rope
  • A high-energy, professional, personable, and team-oriented attitude
  • Working knowledge of private market capital formation
  • BA/BS degree
  • Proficiency in Google Suite, Slack, and AppleMacOS preferred

Series 7 or SIE, Series 82, or Series 63 licenses (if not already licensed, you must be prepared to take exams within 2 - 3 months of joining)Highly preferred:

  • Background and/or demonstrated interest in startups, venture capital, and technology
  • Prior experience with client management and relationship-building
  • Demonstrated experience quickly establishing oneself as a trusted authority
  • Experience with Salesforce, HubSpot, or other CRM software and tools

Location: While our HQ is the internet, ideally this candidate is based in the East Coast time zone. Candidates should be aware that the majority of the team is based in the NYC and Miami areas and that the workday is scheduled around the East Coast time zone.

More about SeedInvest:

SeedInvest is the creator of www.seedinvest.com, a venture/startup equity investment platform, and aims to be the largest online private capital marketplace in the world. SeedInvest believes that private markets should not be closed, opaque, and accessible only by a wealthy few, but by all entrepreneurs and investors regardless of geography, access, demographics, or background. SeedInvest was instrumental in the passage of the 2012 JOBS Act, which changed 80-year-old U.S. securities laws to make it possible for entrepreneurs to raise capital over the Internet, and has since worked actively with the SEC and other regulators to re-invent the legacy investment banking and private capital market rails that have remained unchanged for nearly a century. SeedInvest is in the early innings of having “a bit of private investment” in everyone’s investment portfolio and believes its growing suite of products will give rise to a new generation of investors and startups that will participate in a vibrant, liquid, and accessible private capital market unlike ever before.

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